13F History

ManagerCIKFiledPositions13F Reported Value
Investure, LLC 0001476993Aug 12, 2025 15$1.3B
Northside Capital Management, LLC 0001631052Jul 15, 2025 193$1.3B
Radcliffe Capital Management, L.P. 0001218275Aug 14, 2025 145$1.3B
Lakewood Capital Management, LP 0001424381Aug 14, 2025 47$1.3B
Bridgewater Advisors Inc. 0001600319Aug 5, 2025 428$1.3B
Founders Financial Securities LLC 0001342396Aug 6, 2025 491$1.3B
Stonebridge Capital Advisors LLC 0001600035Aug 15, 2025 217$1.3B
W1M Asset Management Ltd 0001767559Aug 14, 2025 96$1.3B
Armstrong Advisory Group, Inc. 0001932952Jul 14, 2025 926$1.3B
1900 Wealth Management LLC 0001791996Jul 21, 2025 214$1.3B
Baskin Financial Services Inc. 0001511098Jul 24, 2025 52$1.3B
Kensington Asset Management, LLC 0001979884Aug 12, 2025 29$1.3B
Koshinski Asset Management, Inc. 0001633389Jul 29, 2025 686$1.3B
NEA Management Company, LLC 0001512848Aug 14, 2025 32$1.3B
Clear Harbor Asset Management, LLC 0001511857Jul 14, 2025 401$1.3B
Plato Investment Management Ltd 0001984475Aug 5, 2025 516$1.3B
Fifth Third Securities, Inc. 0000073956Jul 17, 2025 307$1.3B
Triodos Investment Management BV 0001748729Jul 24, 2025 50$1.3B
Sfmg, LLC 0001512026Aug 12, 2025 280$1.3B
Charles Schwab Trust Co 0001789219Jul 17, 2025 173$1.3B
Cornerstone Wealth Group, LLC 0001774879Jul 28, 2025 322$1.3B
Regal Investment Advisors LLC 0001559789Aug 11, 2025 481$1.3B
Venrock Adviser, LLC 0001615982Aug 14, 2025 31$1.3B
Vestor Capital, LLC 0001132699Aug 12, 2025 274$1.3B
No Street GP LP 0001765774Aug 14, 2025 26$1.3B
Diversified Enterprises, LLC 0002037264Jul 16, 2025 313$1.3B
Fiduciary Alliance LLC 0001954805Jul 9, 2025 479$1.3B
PDS Planning, Inc 0000838618Jul 24, 2025 516$1.3B
Cormorant Asset Management, LP 0001583977Aug 14, 2025 42$1.3B
Beese Fulmer Investment Management, Inc. 0000911274Aug 7, 2025 285$1.3B
Coho Partners, Ltd. 0001350585Jul 29, 2025 34$1.3B
NewSquare Capital LLC 0001546989Aug 5, 2025 1,303$1.3B
Avity Investment Management Inc. 0000926834Jul 8, 2025 108$1.3B
Sonora Investment Management Group, LLC 0001907552Jul 17, 2025 304$1.3B
Neville Rodie & Shaw Inc. 0000071210Jul 2, 2025 249$1.3B
Kanawha Capital Management LLC 0001164478Jul 29, 2025 213$1.3B
Trust Asset Management LLC 0001608376Jul 23, 2025 224$1.3B
TOMS Capital Investment Management LP 0001743937Aug 14, 2025 12$1.3B
KMG Fiduciary Partners, LLC 0001773205Jul 10, 2025 288$1.3B
FAS Wealth Partners, Inc. 0001596957Aug 14, 2025 452$1.4B
Sound View Wealth Advisors Group, LLC 0001784777Aug 7, 2025 423$1.4B
Howe & Rusling Inc. 0000769963Aug 12, 2025 468$1.4B
Burkehill Global Management, LP 0001904549Aug 14, 2025 94$1.4B
Sage Financial Group Inc. 0000882119Jul 22, 2025 101$1.4B
Index Venture Associates VI Ltd 0001755035Aug 14, 2025 1$1.4B
Adelante Capital Management LLC 0001067926Aug 15, 2025 42$1.4B
CORDA Investment Management, LLC. 0001545812Jul 30, 2025 78$1.4B
Greenbrier Partners Capital Management, LLC 0001532262Aug 11, 2025 13$1.4B
Spear Holdings RSC Ltd 0002023475Jul 23, 2025 19$1.4B
Avalon Trust Co 0001798150Aug 8, 2025 400$1.4B
Avestar Capital, LLC 0001704404Aug 13, 2025 437$1.4B
Prosperity Consulting Group, LLC 0001910398Aug 5, 2025 448$1.4B
GDS Wealth Management 0001940869Aug 12, 2025 175$1.4B
ARS Investment Partners, LLC 0000733020Aug 11, 2025 185$1.4B
WealthPlan Investment Management, LLC 0001929986Jul 28, 2025 344$1.4B
Vantage Investment Partners, LLC 0001534561Jul 22, 2025 65$1.4B
Asset Dedication, LLC 0001475896Aug 19, 2025 1,180$1.4B
Phillips Financial Management, LLC 0001350660Jul 30, 2025 279$1.4B
Main Street Financial Solutions, LLC 0001763350Aug 14, 2025 543$1.4B
Mountain Pacific Investment Advisers LLC 0001067324Jul 18, 2025 139$1.4B
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0001639753Jul 31, 2025 59$1.4B
Beaumont Financial Advisors, LLC 0001957394Jul 16, 2025 378$1.4B
Triglav Investments, D.O.O. 0002056690Aug 5, 2025 131$1.4B
Baring Fintech Fund III Managers Ltd 0002053281Aug 13, 2025 1$1.4B
Meridiem Capital Partners LP 0002026798Aug 14, 2025 68$1.4B
Allstate Corp. 0000899051Aug 5, 2025 176$1.4B
Alerus Financial NA 0000919458Aug 13, 2025 510$1.4B
Creative Financial Designs Inc. 0000819864Aug 4, 2025 2,008$1.4B
Stephens Group Asset Management, LLC 0001726808Jul 17, 2025 32$1.4B
Valley Wealth Managers, Inc. 0000924166Aug 6, 2025 306$1.4B
Sandhill Capital Partners LLC 0001556245Aug 12, 2025 101$1.4B
Politan Capital Management LP 0001885245Aug 14, 2025 19$1.4B
Coliseum Capital Management, LLC 0001409751Aug 14, 2025 17$1.4B
Oak Ridge Investments LLC 0001054554Jul 25, 2025 171$1.4B
Easterly Investment Partners LLC 0001766150Jul 29, 2025 189$1.4B
Lombard Odier Asset Management (Europe) Ltd 0001535784Aug 14, 2025 150$1.4B
Mizuho Markets Cayman LP 0001803149Aug 1, 2025 77$1.4B
Parcion Private Wealth LLC 0001801263Jul 30, 2025 298$1.4B
OneAscent Financial Services LLC 0001780985Aug 12, 2025 528$1.4B
LBMC Investment Advisors, LLC 0001536924Jul 9, 2025 214$1.4B
Simmons Bank 0001674486Aug 6, 2025 334$1.4B
ATLAS Infrastructure Partners (UK) Ltd. 0001924953Aug 14, 2025 7$1.4B
Icon Wealth Advisors, LLC 0001963212Aug 14, 2025 510$1.4B
Styrax Capital, LP 0001904897Aug 14, 2025 10$1.4B
Sepio Capital, LP 0001751412Aug 13, 2025 274$1.4B
Cacti Asset Management LLC 0001452208Jul 1, 2025 76$1.4B
Leith Wheeler Investment Counsel Ltd. 0001353651Aug 7, 2025 65$1.4B
FJ Investments, LLC 0001903573Aug 7, 2025 5$1.4B
Arete Wealth Advisors, LLC 0001600151Aug 14, 2025 719$1.4B
Traynor Capital Management, Inc. 0001666786Aug 7, 2025 261$1.4B
Heitman Real Estate Securities LLC 0001080117Aug 14, 2025 56$1.4B
Appleton Partners Inc. 0001055290Jul 22, 2025 251$1.4B
Nantahala Capital Management, LLC 0001472322Aug 14, 2025 138$1.4B
Cantor Fitzgerald Investment Advisors L.P. 0001710477Jul 18, 2025 186$1.4B
Novo Holdings A/S 0001388325Aug 14, 2025 29$1.4B
Commodore Capital LP 0001831942Aug 14, 2025 33$1.4B
Ssi Investment Management LLC 0000938487Aug 14, 2025 251$1.4B
Summit Partners L P 0000830588Nov 4, 2025 7$1.4B
Hikari Tsushin, Inc. 0001423673Aug 12, 2025 76$1.4B
Guardian Wealth Advisors, LLC / NC 0001901403Aug 14, 2025 550$1.4B